Equitable Holdings’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Equitable Holdings’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.8M	Buy	150,033 +5,602	+4%	+$835K	0.14%	154
2026 Q1	$20.1M	Buy	144,431 +10,411	+8%	+$1.55M	0.13%	155
2025 Q4	$18.7M	Buy	134,020 +8,308	+7%	+$1.16M	0.13%	147
2025 Q3	$17.6M	Buy	125,712 +8,928	+8%	+$1.25M	0.13%	139
2025 Q2	$15.9M	Buy	116,784 +8,638	+8%	+$1.15M	0.13%	139
2025 Q1	$14.7M	Buy	108,146 +7,555	+8%	+$1.02M	0.14%	137
2024 Q4	$13.3M	Buy	100,591 +10,364	+11%	+$1.45M	0.13%	140
2024 Q3	$12.8M	Sell	90,227 -3,207	-3%	-$434K	0.12%	142
2024 Q2	$11.9M	Sell	93,434 -4,385	-4%	-$565K	0.13%	139
2024 Q1	$12.8M	Buy	97,819 +6,370	+7%	+$799K	0.14%	119
2023 Q4	$11.4M	Sell	91,449 -32,916	-26%	-$3.86M	0.14%	124
2023 Q3	$14.3M	Buy	124,365 +15,119	+14%	+$1.85M	0.21%	94
2023 Q2	$13.4M	Buy	109,246 +3,994	+4%	+$488K	0.19%	99
2023 Q1	$13M	Sell	105,252 -6,349	-6%	-$799K	0.21%	92
2022 Q4	$14M	Buy	111,601 +48,880	+78%	+$6.04M	0.24%	84
2022 Q3	$6.99M	Sell	62,721 -1,463	-2%	-$180K	0.14%	117
2022 Q2	$7.62M	Buy	64,184 +1,801	+3%	+$225K	0.15%	111
2022 Q1	$7.99M	Buy	62,383 +10,647	+21%	+$1.35M	0.13%	113
2021 Q4	$6.68M	Buy	51,736 +1,059	+2%	+$132K	0.11%	134
2021 Q3	$5.96M	Sell	50,677 -4,205	-8%	-$515K	0.1%	135
2021 Q2	$6.71M	Buy	54,882 +823	+2%	+$102K	0.12%	117
2021 Q1	$6.38M	Buy	54,059 +2,854	+6%	+$320K	0.13%	117
2020 Q4	$5.42M	Sell	51,205 -780	-2%	-$78.9K	0.12%	117
2020 Q3	$4.8M	Sell	51,985 -1,332	-2%	-$126K	0.12%	114
2020 Q2	$4.86M	Sell	53,317 -13,349	-20%	-$1.17M	0.14%	105
2020 Q1	$5.32M	Sell	66,666 -2,523	-4%	-$249K	0.19%	85
2019 Q4	$7.44M	Buy	+69,189	New	+$7.26M	0.22%	77

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Equitable Holdings's SDY Position: Q2 2026 in Review

Equitable Holdings increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3.9% in Q2 2026, buying an estimated $835K and bringing the position to 150,033 shares worth $22.8M. The position accounts for 0.14% of the portfolio, ranked #154.

Equitable Holdings first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Equitable Holdings held 150,033 shares of State Street SPDR S&P Dividend ETF worth $22.8M as of Q2 2026.
Equitable Holdings bought 5,602 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $835K.
State Street SPDR S&P Dividend ETF made up 0.14% of Equitable Holdings's portfolio in Q2 2026, its #154 holding.
Equitable Holdings first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.